Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds cover art

Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds

Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds

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  • Why copper/gold and silver/copper ratios may be sending different signals this cycle
  • Positioning ahead of the FOMC meeting in rates and FX
  • Duration strategy during rate-cutting cycles
  • Active vs. passive performance in the bond market

Elena Zeng on Chinese equities:

  • Hong Kong momentum rebound vs. mainland lag
  • Relative strength of China vs. EM equities
  • Domestic liquidity, share buybacks, and foreign inflows
  • Why China remains a tactical allocation, not a core holding

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